Account Manager – Private Client Insurance, Private Client Team

Windermere Insurance Group; Charlotte (AR); On-site; USD 60,000 - 90,000; Full time

Job summary

Windermere Insurance Group is seeking an Account Manager to support a growing High Net Worth and Coastal client base. You will manage day-to-day accounts, retain clients through renewals, and collaborate with producers to drive business development while delivering exceptional service.

Ideal candidates have 3+ years in Private Client Lines, P&C license, and strong client service skills. Knowledge of Epic/Applied is a plus; willingness to continue professional education is expected.

Qualifications

• 3+ years of Private Client Lines Account Management experience.
• High Net Worth and/or Coastal accounts experience preferred.
• Demonstrated success in overall customer service.
• High School diploma; undergraduate degree preferred.
• Property & Casualty license required; professional designations preferred.

Responsibilities

• Manage established book of existing and onboarding of new clients.
• Resolve client questions, requests and issues with urgency and enthusiasm.
• Cross-sell / offer lines of coverage not currently written.
• Stay informed about changes in clients’ lifestyle that impact risk and coverages.
• Conduct annual reviews of clients’ insurance programs and recommend changes.
• Marketing and negotiating renewals for existing clients.
• Maintain relationships with multiple insurance company and broker representatives to obtain quotes and endorsements.
• Advise on carrier products and be proficient in rating procedures to support clients.

Job description

Responsibilities

The primary focus of this role will be to support our growing High Net Worth and Coastal client base as an Account Manager on a book of established and new clients. Your primary responsibilities in this role will be the ongoing, day-to-day management of your book of business, retention of new and renewal clients, maintaining a partnership with the producer(s) to support business development activities while upholding the highest of service standards to our clients. Your duties will include, but are not limited to:

• Managing established book of existing and onboarding of new clients
• Resolving client questions, requests and issues with urgency and enthusiasm
• Cross selling / offering lines of coverage that are not currently written
• Staying abreast of changes in clients’ lifestyle that impact their risk profile and coverages
• Conducting annual reviews of clients’ insurance program and recommending appropriate changes in products and services to meet client needs
• Marketing and negotiating renewals for existing clients
• Maintaining relationships with multiple insurance company and broker representatives to competitively negotiate and obtain quotes, binders, endorsements, etc.
• Understanding and maintaining knowledge of carrier products and services to advise and counsel on complex risks and be proficient in the rating procedures and platforms to support the client base
• Checking policies for accuracy and preparing client communication for delivery, invoices, summaries of insurance, certificates, ID cards, evidence of insurance, binders, endorsements, etc.
• Utilizing the Epic/Applied system in an accurate and timely manner to meet agency standard operating procedure requirements and client service standards

Responsibilities

The primary focus of this role will be to support our growing High Net Worth and Coastal client base as an Account Manager on a book of established and new clients. Your primary responsibilities in this role will be the ongoing, day-to-day management of your book of business, retention of new and renewal clients, maintaining a partnership with the producer(s) to support business development activities while upholding the highest of service standards to our clients. Your duties will include, but are not limited to:

• Managing established book of existing and onboarding of new clients
• Resolving client questions, requests and issues with urgency and enthusiasm
• Cross selling / offering lines of coverage that are not currently written
• Staying abreast of changes in clients’ lifestyle that impact their risk profile and coverages
• Conducting annual reviews of clients’ insurance program and recommending appropriate changes in products and services to meet client needs
• Marketing and negotiating renewals for existing clients
• Maintaining relationships with multiple insurance company and broker representatives to competitively negotiate and obtain quotes, binders, endorsements, etc.
• Understanding and maintaining knowledge of carrier products and services to advise and counsel on complex risks and be proficient in the rating procedures and platforms to support the client base
• Checking policies for accuracy and preparing client communication for delivery, invoices, summaries of insurance, certificates, ID cards, evidence of insurance, binders, endorsements, etc.
• Utilizing the Epic/Applied system in an accurate and timely manner to meet agency standard operating procedure requirements and client service standards

Experience And Education

• At least 3 years of recent Private Client Lines Account Management experience
• High Net Worth and/or Coastal accounts experience preferred
• Demonstrated success in overall customer service
• High School diploma: undergraduate degree preferred
• Property & Casualty insurance agent’s license required
• Professional designation (CISR/CIC/API/CPRM/CPIA/CRM/CPCU) preferred
• Willingness to continue education is essential

Skills And Abilities Required

Technical: Intermediate to advanced-level proficiency with Microsoft Office Products: Excel, Word, Outlook, and PowerPoint. Applied Epic software proficiency preferred, but not required.

• Ability to work with internal and external clients at all levels
• High level of organization ability
• High degree of self-discipline and motivation
• Ability to follow processes and procedures and help develop new processes and procedures to help the agency become more efficient
• Solution driven problem-solving skills and proven analytical skills
• Must be detail-oriented, with the ability to plan, manage expiration lists and related priorities
• Must possess the ability to work independently, applying education and professional experience to achieve outstanding results
• Demonstrates highest level technical and cognitive abilities to ensure accuracy, precision, and the highest level of client service through solutions
• Team player with a strong work ethic
• Effective, professional verbal and written communication skills
• Demonstrates considerable tact, diplomacy, discretion, and judgment with ability to build and maintain effective interpersonal relationships
• High level of maturity and stability with an “optimistic” approach
• A self-starter with an entrepreneurial approach and hands-on experience